lululemon athletica
LULU
1,055 hedge funds and large institutions have $41.4B invested in lululemon athletica in 2021 Q4 according to their latest regulatory filings, with 203 funds opening new positions, 414 increasing their positions, 277 reducing their positions, and 82 closing their positions.
148% more first-time investments, than exits
New positions opened: 203 | Existing positions closed: 82
49% more repeat investments, than reductions
Existing positions increased: 414 | Existing positions reduced: 277
11% more funds holding
Funds holding: 951 → 1,055 (+104)
0.24% less ownership
Funds ownership: 85.45% → 85.21% (-0.24%)
4% less capital invested
Capital invested by funds: $43.1B → $41.4B (-$1.73B)
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
29% less call options, than puts
Call options by funds: $948M | Put options by funds: $1.33B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
+$350M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$176M |
| 3 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$148M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$138M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$116M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$732M |
| 2 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$454M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$338M |
| 4 |
Jennison Associates
New York
|
-$273M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$141M |
LULU Hedge Fund Activity: Q4 2021 in Review
1,055 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in lululemon athletica (LULU) for Q4 2021, worth a combined $41.4B — down 4% from $43.1B a quarter earlier.
Buyers outnumbered sellers: 203 funds opened new LULU positions and 82 closed out — a net gain of 121 holders — while 414 added to existing stakes and 277 trimmed.
The largest buyer was Schroder Investment Management Group, adding an estimated $350M. The largest seller was Vanguard Group, cutting an estimated $732M.
- 1,055 institutional investors held lululemon athletica (LULU) as of Q4 2021, up from 951 in Q3 2021.
- Funds reported $41.4B of lululemon athletica stock for Q4 2021, down 4% quarter-over-quarter.
- 203 funds opened new lululemon athletica positions in Q4 2021 and 82 closed out, a net change of +121 holders.
- The largest lululemon athletica buyer in Q4 2021 was Schroder Investment Management Group, an estimated $350M added.
- The largest lululemon athletica seller in Q4 2021 was Vanguard Group, an estimated $732M sold.
Based on aggregated 13F filings for Q4 2021.